Sugar Maple Asset Management LLC Invests $13.04 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Sugar Maple Asset Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 131,390 shares of the company’s stock, valued at approximately $13,043,000. iShares Core U.S. Aggregate Bond ETF comprises 7.9% of Sugar Maple Asset Management LLC’s portfolio, making the stock its 2nd largest holding.

Several other large investors have also added to or reduced their stakes in AGG. Brighton Jones LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $111,000. Ieq Capital LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after purchasing an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after buying an additional 943 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.34 on Friday. The stock has a fifty day simple moving average of $98.85 and a 200 day simple moving average of $99.57. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The company has a market capitalization of $135.73 billion, a P/E ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.